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Create a tenant template

Goal

Add a new tenant template.

Who it is for

template.manage.

Preconditions

  • template.manage on your role.

Steps

  1. Open the list → New.
  2. Fill required fields (Kind: form_default|document_footer|email_template.).
  3. Choose kind first — subject/body only apply to email/footer kinds.
  4. Save.

Result

The tenant template appears on the list and can be selected elsewhere.

Hard stops

Invalid kind; missing body for email/footer; template.manage required.

BlueMatrix Help — product documentation for tenants